DoubleLine Shiller CAPE US Equities ETF
CAPE
CAPE
39 hedge funds and large institutions have $264M invested in DoubleLine Shiller CAPE US Equities ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
3% less capital invested
Capital invested by funds: $273M → $264M (-$9.14M)
12.56% less ownership
Funds ownership: 84.24% → 71.68% (-13%)
Holders
39
Holding in Top 10
6
Calls
–
Puts
–
Top Buyers
| 1 | +$4.17M | |
| 2 | +$2.37M | |
| 3 | +$488K | |
| 4 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
+$482K |
| 5 |
WLPWM
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
+$377K |
Top Sellers
| 1 | -$69.3M | |
| 2 | -$48.7M | |
| 3 | -$2.99M | |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.5M |
| 5 |
EK
Evensky & Katz
Coral Gables,
Florida
|
-$353K |